# Perfex CRM - Sales & Marketing

> Mobile CRM for managing customers, sales, projects, and business operations. (iPhone/iPad app by Amjad Abbas.)

- Source: https://appshunter.io/ios/app/perfex-crm-sales-and-marketing/id1625111197 (this page in markdown: same URL + `.md`)
- Developer: [Amjad Abbas](https://appshunter.io/developer/1625111199)
- Category: Business
- Price: Free
- Rating: 2.33/5 from 3 App Store ratings · 7 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.0 · 119 MB
- Languages: English
- Released: 2023-09-12
- Data updated: 2026-06-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/perfex-crm-sales-and-marketing/id1625111197/reviews.md

## What is Perfex CRM?

Transform your business with the Perfex CRM Mobile App, your ultimate tool for managing your business on the go. Optimize customer relationships and streamline your operations anytime, anywhere.

Experience the power of Perfex CRM in the palm of your hand. With this mobile app, you can:

Superior Customer Management:
Keep track of every customer interaction, deliver personalized service, and build long-lasting relationships.

Simplified Invoice Management:
Create, send, and track invoices directly from your mobile device. Never miss a payment or lose track of your finances.

Efficient Projects Management:
Plan, track, and deliver projects efficiently. Stay updated on project progress even while on the move.

Effective Leads Management:
Capture, track, and convert leads into opportunities. Ensure no lead falls through the cracks.

Streamlined Support Tickets Management:
Prioritize and resolve customer issues swiftly, maintaining high levels of customer satisfaction.

Easy Estimates Management:
Create and send accurate estimates in no time, making the first step towards winning business deals a breeze.

Real-Time Notifications:
Stay on top of all your CRM tasks with real-time notifications. Be the first to know when something important happens.

Proactive Tasks Management:
Assign, track, and manage tasks effortlessly. Keep your team productive and projects on track.

Efficient Staff Management:
Manage your team efficiently, monitor performance, delegate tasks, and keep your team aligned, all from your mobile device.

Download the Perfex CRM Mobile App today and experience the convenience of managing your business on the go.

## Key features

- Customer Management
- Invoice Management
- Projects Management
- Leads Management
- Support Tickets Management
- Real-Time Notifications
- Staff Management

## Recent user reviews (7 of 7)

All indexed reviews: https://appshunter.io/ios/app/perfex-crm-sales-and-marketing/id1625111197/reviews.md

### 1/5 — Doesn’t work

*2025-03-01, version 4.3.6*

Can’t connect to base url

### 1/5 — Doesn’t work!

*2025-01-26, version 4.1*

Can’t connect or log me in

### 1/5 — Non-stop error

*2024-12-09*

Non-stop error during login using base url

### 1/5 — Not working

*2024-11-24, version 4.1*

Doesn’t work, can’t connect to base url.

### 1/5 — No communication

*2024-10-07*

I have messaged the developer and I have no response .

### 1/5 — Can't login

*2024-09-18*

I have been trying to login using my credentials. All is get is an error. I don't know why I can login from the web url with no problem. When I select app support even that doesn't work.

### 5/5 — Great app

*2023-10-24*

This developers are awesome. They helped us satisfy our business need.

## Frequently asked questions about Perfex CRM

### What are the main features of Perfex CRM?

Perfex CRM offers superior customer management, simplified invoice and projects management, effective leads management, streamlined support tickets, easy estimates, real-time notifications, proactive tasks, and efficient staff management.

### Is Perfex CRM free to use?

Yes, Perfex CRM is available for free, allowing users to manage their business operations without any initial cost.

### What devices is Perfex CRM compatible with?

Perfex CRM is designed for iOS devices, including iPhone, iPad, and iPod.

### How often is Perfex CRM updated?

The latest version is 4.3.12, and the app was last updated on March 26, 2026, indicating a commitment to regular updates and improvements.

### What is the age rating for Perfex CRM?

Perfex CRM has an age rating of 4+, making it suitable for a wide range of users.

### Does Perfex CRM have ads?

No, Perfex CRM does not contain advertisements, providing an uninterrupted user experience.

### What is the user sentiment for Perfex CRM based on ratings?

Based on 3 ratings, Perfex CRM has an average rating of 2.3 stars, suggesting that users have mixed experiences with the application.

### Can I manage my team's performance with Perfex CRM?

Yes, Perfex CRM includes efficient staff management features, allowing you to monitor performance, delegate tasks, and keep your team aligned.

## Version history (last 5 releases)

### 4.4.0 — 2026-04-02

Anna – AI Copilot & MCP Integration for Perfex CRM:
- NEW: Dedicated Anna menu for Anna conversations
- NEW: Global draggable Anna AI floating button — accessible from every screen
- NEW: FAB and chat colors sync with web platform's Anna theme setting
- NEW: FAB icon syncs with web platform's Anna icon setting
- NEW: Quick suggestion chips on new conversation welcome screen

### 4.3.12 — 2026-03-26

NEW: Client Portal - Customers can now access invoices, projects, tickets & more!

  • Dual Staff/Client login with easy switching
  • Redesigned modern sidebar menu
  • Improved ticket UI & error handling
  • Bug fixes & privacy optimizations

### 4.3.8 — 2025-10-01

- NEW: Employee Chat Module Integration support
- FIXED: Dashboard stat permissions - widgets now only show if user has proper permissions
- NEW: Estimates can now be sent to clients directly from the mobile app
- Enhanced mobile app connectivity and performance
- Improved QR code login security
- Better push notification handling
- Updated compatibility with latest Perfex CRM versions
- Bug fixes and general improvements

### 4.3.7 — 2025-06-03

- AI Call Assistant module support
- Now able to see call logs and listen to recordings within the app
- Bug fixes and improvements

### 4.3.6 — 2025-02-10

- CRM scan-related bug fix
- Minor bug fixes and improvements

## Apps similar to Perfex CRM

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Zoho Invoice Maker App](https://appshunter.io/ios/app/zoho-invoice-maker-app/id413017364) | 4.9 (13,162) | Free | Business |
| [Bigin by Zoho CRM](https://appshunter.io/ios/app/bigin-by-zoho-crm/id1454212098) | 4.7 (874) | Free | Business |
| [Talkyto - Twilio Calls & SMS](https://appshunter.io/ios/app/talkyto-twilio-calls-and-sms/id1494483164) | 3.1 (14) | Free | Business |
| [Zoho CRM - Sales & Marketing](https://appshunter.io/ios/app/zoho-crm-sales-and-marketing/id444908810) | 4.4 (2,679) | Free | Business |
| [Accounting App - Zoho Books](https://appshunter.io/ios/app/accounting-app-zoho-books/id710446064) | 4.8 (4,845) | Free | Business |
| [HeyDrop: Digital Business Card](https://appshunter.io/ios/app/heydrop-digital-business-card/id6464476077) | 4.8 (803) | Free | Business |

## More apps by Amjad Abbas

- [MGP Energy CRM](https://appshunter.io/ios/app/mgp-energy-crm/id6468564866)
- [Support Fabric](https://appshunter.io/ios/app/support-fabric/id6755029775)

All apps by Amjad Abbas: https://appshunter.io/developer/1625111199

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-05.*